-55.3%
KORU vs AVAV
+551.4%
-606.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.9% | -2.1% | -3.8% |
| 7D | +24.3% | +18.4% | +6.0% | +16.7% |
| 30D | -44.8% | -4.9% | -39.9% | -42.6% |
| 3M | -60.0% | -37.7% | -22.4% | -51.8% |
| 6M | -78.7% | -28.4% | -50.2% | -75.4% |
| YTD | -10.6% | -50.0% | +39.5% | +12.7% |
| 1Y | -3.8% | -62.6% | +58.8% | +33.6% |
| 3Y | +142.0% | -0.6% | +142.6% | +113.7% |
| 5Y | -33.1% | +31.9% | -65.0% | -51.6% |
| 10Y | -18.5% | +332.3% | -350.8% | -62.6% |
| All | -55.3% | +551.4% | -606.7% | -85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AVAV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling